1. Administering Account Reconciliation
  2. Performing Common Actions in Account Reconciliation Cloud
  3. Understanding Security in Account Reconciliation
  4. Viewing the User Group Report
  5. Exporting and Importing the User Group Report

Exporting and Importing the User Group Report

Service Administrators can export the User Group report to a CSV file. Also, users and their group details stored in a CSV file can be imported.

Exporting the User Group Report

  1. Access the User Group report. See Viewing the User Group Report.
  2. Click Export to CSV.

The report is exported to a file with the default name UserGroupReport.csv.

Importing Details into the User Group Report

  1. Access the User Group report. See Viewing the User Group Report.
  2. Click Import from CSV. The Import User Group Assignment CSV dialog displays.
  3. Select the CSV file that contains the user details to be exported and click Import.